Creating Lean Flow in the Office

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Creating Lean Flow in the Office

Most of the products produced or services provided require a considerable amount of time and energy to ensure that customer requirements are met. In this effort the customer can be won or lost due to administrative processes that accompany those transactions. Consider the following transactions:

  • Generating an invoice
  • Creating an engineering drawing
  • Entering a customer order
  • Filing an insurance claim
  • Ordering an item on-line
  • Applying for a mortgage
  • Hiring an employee

Many business leaders are positioning their organizations for new growth opportunities and are struggling with how to streamline current business processes to do more with less. Our Lean office training workshops will assist in this struggle. With the increasing global pressures on many economies, it is more important now than ever to find more efficient means to conduct business.

Why lean office? Typically, more than sixty-percent of the cost of a product or service is attributable to administrative processes. As a result, Lean principles are being applied with great success in customer service, finance, billing, accounting, quoting, and IT departments in all types of industries. Lean goes beyond manufacturing!

Sure, the principles of Lean were developed prior to the digital age but it can be used just as effectively

in the digital environment to:

Lean has application in digital environment

Lean is the solution to work piling up

  • Increase the speed and accuracy of information flow
  • Improve office communications and productivity
  • Facilitate common access of information

We can help you reap the benefits of Lean in the Office with our Creating Flow in The Office Training.

Office processes like entering orders, quoting, order entry, accounts payables, accounts receivables invoicing, planning, purchasing, engineering, product development and many others are full of wasteful steps and activities. As a matter of fact, 75% to 90% of the steps in your support and administrative processes add no value in the eyes of the customer. Learn how to rid your processes of these wasteful steps.

In this competitive marketplace you can ill afford to continue doing things the way you have always done them. Now is the time to remove waste from your office and support processes to meet the economic challenge of doing more with less.

Lean Office Simulation – ½ Day 

The Lean Office Simulation introduces participants to using lean concepts to improve overall information flow in the office. The simulation provides managers and front-line employees a fundamental understanding of lean’s application to day-to-day processing of business- critical information.

The Lean Office Simulation is three hours of fun hands-on learning. Your office staff becomes front-line employees of a fictional company in which they must improve the informational flow in a process to meet increased customer demand and reduce customer complaints.

There are Four Rounds in the simulation:

  • Round 1: Working in the Current Process
  • Round 2: Process Redesign – Cellular layout and elimination of waste
  • Round 3:  Continuous Flow – Converting the process to one-piece flow
  • Round 4: Cross training and a Creating a Flexible workforce to handle Customer Demand

Lean Office Training Workshop- 2 Days

This is a 2 – day workshop designed for up to 15 participants and is chock full of hands-on activities. Participants will learn:

  • How to identify and reduce office waste
  • The three phases of Lean office implementation
  • Lean tools and concepts applied to an office environment
  • How to create value stream or process maps of one of your office processes
  • How to understand change and manage it
  • How to conduct a Lean office kaizen event
  • The interrelationship between Lean tools

This workshop is conducted at your place of business and is designed for front-line sales, marketing, human resources, finance and accounting, customer service employees and managers. Call today at 847-919-6127 to discover how your office & support functions can benefit from this introduction to Lean Office for a very low-cost investment.

Willie Carter began his career as a paint chemist at a Akzo Nobel subsidiary in suburban Chicago where his love for manufacturing began. Over the years his career has taken him to work with numerous SMEs to Fortune 500 companies in assisting them with optimizing their operations and administrative functions through continuous process improvement techniques. Carter is currently serving as president of Quantum Associates, Inc, which specializes in optimizing business processes to minimize costs, accelerate cycle times and improve efficiency. The company’s overarching goal is to help clients do more with less. Carter holds a BA in Chemistry as well as an MBA. He holds certifications as a Lean Sensei, Manager of Quality and Organizational Excellence and ISO 9000 Lead Assessor. He is also the author of Process Improvement for Administrative Departments: The Key to Internal Customer Satisfaction.

He can be reached at or by phone – 847-919-6127.


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